Guide · checked November 2026
Best portfolio analytics for European and multi-currency investors in 2026
Investors outside the US usually hold UCITS ETFs on European exchanges and want results in their own currency, such as euros, pounds or Swiss francs. Tools differ in which listings they cover, how they separate a fund’s return from currency moves, and whether the base currency can be changed after you set it.
Published by MEDGE Capital, which is one of the tools listed. Details of the other tools come from their public pages, checked in November 2026, with a link to each source below. Prices are list prices for one user, before tax; check with the vendor before you buy. The order is not a ranking.
| Tool | Currencies and listings | Price |
|---|---|---|
| MEDGE Capital | US and European listings in the same portfolio, UCITS ETFs included, each analysed on its own price history and in its own trading currency, so a fund’s return is not mixed with a currency move; backtests, regimes, optimization and, from Essential, stress tests. | Free plan; Essential €14.99, Plus €39.99, Pro €59.99, Advisor €159 a month; 7-day Plus trial |
| Curvo Backtest | Funds available in Europe, data in euro with pound and Swiss franc simulations; fund histories extended with the underlying index net of costs. | Free |
| justETF | Portfolio currency in EUR, CHF, GBP or USD; portfolio simulation (backtest) on Premium. | Free (1 portfolio); Premium 5 €9.90 and Premium 25 €19.90 a month billed annually, VAT included |
| Portfolio Performance | Each security keeps its trading currency, the base currency can be changed, and exchange rates come from the ECB back to 1999. | Free, open source |
| Sharesight | Portfolio currency set by tax residency, foreign holdings converted at intraday rates, and a multi-currency valuation report on Standard and above. | Free (10 holdings); UK Starter £6, Standard £14, Premium £21 a month billed annually, VAT included |
| Parqet | Selectable display currency; securities in more than 40 currencies converted to your home currency at historical rates. | Basic free; Plus €11.99 and Investor €29.99 a month |
MEDGE CapitalOur tool
Portfolio analytics for self-directed investors and independent advisors.
- Currencies and listings
- US and European listings in the same portfolio, UCITS ETFs included, each analysed on its own price history and in its own trading currency, so a fund’s return is not mixed with a currency move; backtests, regimes, optimization and, from Essential, stress tests.
- Price
- Free plan; Essential €14.99, Plus €39.99, Pro €59.99, Advisor €159 a month; 7-day Plus trial
- Fits if
- you mix UCITS ETFs, US listings and single stocks and want analysis and stress tests, not only tracking.
Curvo Backtest
Backtesting tool for European index investors.
- Currencies and listings
- Funds available in Europe, data in euro with pound and Swiss franc simulations; fund histories extended with the underlying index net of costs.
- Price
- Free
- Fits if
- you want long index-based backtests of European ETF portfolios.
Source: Backtest updates · About Backtest
justETF
ETF database and portfolio tool for European investors.
- Currencies and listings
- Portfolio currency in EUR, CHF, GBP or USD; portfolio simulation (backtest) on Premium.
- Price
- Free (1 portfolio); Premium 5 €9.90 and Premium 25 €19.90 a month billed annually, VAT included
- Fits if
- you choose ETFs from a European database and want to track or simulate them.
Source: Offer · Portfolio settings
Portfolio Performance
Open-source desktop app for tracking portfolio performance.
- Currencies and listings
- Each security keeps its trading currency, the base currency can be changed, and exchange rates come from the ECB back to 1999.
- Price
- Free, open source
- Fits if
- you want a free, local record of a multi-currency portfolio.
Source: Currency settings
Parqet
Web portfolio tracker.
- Currencies and listings
- Selectable display currency; securities in more than 40 currencies converted to your home currency at historical rates.
- Price
- Basic free; Plus €11.99 and Investor €29.99 a month
- Fits if
- you want a European tracker that converts every holding to your currency.
Source: Pricing · Currencies
Frequently asked questions
- Can I backtest UCITS ETFs in euros?
- Yes. Curvo Backtest works in euro on funds available in Europe, justETF simulates portfolios on its Premium plans, and MEDGE analyses UCITS ETFs on their own price history, in their trading currency.
- How do portfolio tools handle holdings in several currencies?
- Most convert each holding to a base currency at historical exchange rates, so the result mixes the fund’s return with the currency move. Some also show the two parts separately, which tells you how much of a gain or loss came from the exchange rate.
- Can I change a portfolio’s base currency after creating it?
- It depends on the tool. Portfolio Performance lets you change it; in Sharesight the portfolio currency follows tax residency and cannot be changed later. MEDGE analyses each holding in its own trading currency, so there is no single base currency to convert into.
More comparisons
- Portfolio stress testing software
- Portfolio risk analysis software
- 13F trackers
- COT report websites
- Monte Carlo portfolio simulators
- Portfolio optimization software
- Factor analysis tools
- Correlation analysis tools
- Portfolio analytics for advisors
- AI portfolio analysis tools
- Best portfolio analytics tools
- Portfolio Visualizer alternatives
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